AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
02 Jul, 2026, 05.35 PM IST
SK Hynix to spend $64 billion on chip plants under broader AI-driven investment planSK Hynix is investing a massive 100 trillion won ($64.38 billion) to build new chip plants, including a NAND flash memory facility, in Cheo...
02 Jul, 2026, 02.44 PM IST
Microsoft partners with Singapore's Lightstorm to build India-Southeast Asia undersea cableThe consortium, whose other members include Tata Communications, Singapore Telecommunications, Singapore's ASEAN Cableship and Japan's NE...
02 Jul, 2026, 09.19 AM IST
Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...
01 Jul, 2026, 11.38 PM IST
AI driving credit risk, may threaten jobs and tax revenues in developed economies: FitchFitch Ratings highlights AI and massive digital infrastructure spending as significant global credit risks. While AI promises efficiency, i...
01 Jul, 2026, 09.20 AM IST
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
30 Jun, 2026, 06.53 PM IST
Tata Comm to invest $152 million to boost India-Singapore digital corridorTata Communications is injecting $152 million into its subsea cable network, boosting India-Singapore connectivity by nearly 98 Tbps. This ...
30 Jun, 2026, 06.23 PM IST
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
30 Jun, 2026, 02.13 PM IST
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
30 Jun, 2026, 09.45 AM IST
Digital Realty to pay Blackstone $3.5 billion for stake in Virginia data centersThe move strengthens the data center operator's position in Northern Virginia, the world's largest data center market, where demand for cap...
30 Jun, 2026, 07.51 AM IST
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
27 Jun, 2026, 04.58 PM IST
US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlookIndian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech's AI spending concerns, the Dow edged higher....
26 Jun, 2026, 01.44 AM IST
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soarQualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...
25 Jun, 2026, 08.17 AM IST
US announces $17.5 billion in loans for nuclear power supply chainThe U.S. Department of Energy is offering $17.5 billion in conditional loans to bolster the domestic nuclear supply chain, aiming to accele...
24 Jun, 2026, 07.33 AM IST
US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...
23 Jun, 2026, 09.46 AM IST
India to witness rapid data centre growth fueled by favourable demographics: Goldman SachsThe report, titled Outlook for Data Centers in Asia, states that data centre demand is expected to grow at a 20% compound annual growth rat...
22 Jun, 2026, 12.22 PM IST
Kirloskar Oil Engines shares surge 18% to record high after cracking Cummins-dominated data centre marketKirloskar Oil Engines shares rallied to 52-week high after the Indian generator maker secured a 192-megawatt order from HyperNext, a deal t...
22 Jun, 2026, 09.44 AM IST